Integration & Transaction Planning & Management

In collaboration with a portfolio company’s management and private equity sponsor, we assist clients to seamlessly integrate and align business functions, operations, systems, and company cultures.

Our hands-on approach puts our experts at the tip of the spear, leading the transformation of an organization with purpose and positioning them for long-term, sustainable growth.

We help organizations identify cross-functional synergies, mitigate potential issues, and maximize business enterprise value as they integrate platform investments, add-on acquisitions, mergers, site changes, facility closures, and carve-outs. Our proven methodology addresses the primary pillars of business success – a company’s driving purpose, its people, operational processes, platform, product, and presence in its respective market(s).

We assist clients with integration planning and execution efforts, including overarching strategy and direction, operations, culture creation, communication, leadership, and short-term KPIs, among other areas.

Our Services

100-Day Planning & Execution
Acquisition Integration Services
Carve-Out & Divestiture Execution
Corporate Governance & Regulatory Compliance Services
Cyber Security & Information Governance Consulting
Environmental, Health & Safety Integration Services

Executive Leadership & Interim Management Services
Intellectual Property (IP) Advisory & Management Consulting
Financial Planning & Analysis (FP&A) Services
Operational Value Creation
Post-Merger Integration Services
Project Management

Sustainability & ESG Integration Services
Technology Consulting
Transition Services Agreements (TSA)
Working Capital Management Services (Disputes & Liquidity Management)

Our Integration Process, Services, and Project Management

Our experts assist in integrating business units, identifying operational efficiencies, determining best practices within a facility to minimize disruption, and developing new processes and standards to facilitate an efficient transition to stable operations. We work with clients to implement integration plans that support overall strategic business goals and optimize collaborative advantages between newly merged organizations.

When engaged prior to a transaction, we help clients evaluate the target’s stand-alone and pro-forma financial and operational projections. Thereafter, we identify synergies and develop a practical implementation plan that considers the realities of the portfolio company’s business.

In cases where integration has already failed to meet expectations, we focus on addressing the underlying causes of the disconnect to return the integration effort to a path of success.

Depending on a client’s needs, we can serve as an overall project manager, lead individual initiatives, or serve in an implementation leadership role. Our objectivity, experience, and decisiveness bring clarity to chaotic integration scenarios and enables business leaders to focus on managing the day-to-day operations of their companies.

Our integration services include:

Identifying integration needs
Structuring a transitional services agreement, if necessary
Developing an integration roadmap and timeline, as well as identifying responsible parties for each integration initiative
Monitoring integration activities
Executing the integration plan efficiently and effectively

Our integration services support all functional areas of a business, including organizational structure and leadership; sales; marketing; finance; manufacturing operations and supply chain logistics; information management; IT; legal and compliance; cyber; intellectual property; environmental, health, and safety; and human resources.

In scenarios in which a portfolio company is resource-constrained, pre-acquisition planning was sub-par, and/or is experiencing integration challenges, we also serve as a rescue integration manager to reestablish the integration priorities and manage the integration process to conclusion.

Carve-Out & Divestiture Execution

Our experts help to facilitate carve-outs and divestitures of subsidiaries or business divisions to achieve strategic business objectives.

Whether undertaking a carve-out or fully divesting assets and business units, our experts provide strategic guidance to help clients raise capital, reduce debt, streamline operations, manage the transition, and focus on core competencies that maximize business value. We deliver expertise in seamlessly separating operations from the outgoing business unit, enabling organizations to increase shareholder value by offloading nonessential assets and divisions.

100-Day Plan Execution

Our experts provide strategic planning and support related to the first 100 days following a merger, acquisition, new partnership, or other transaction. We provide mission-critical guidance to ensure business continuity, identify operational synergies, mitigate integration risks, and avoid costly disruptions and issues.

We help clients define goals for their first 100 days post-transaction and create a well-defined, actionable roadmap for execution. Our services span financial planning and analysis, including revenue and cash management, cost duplication assessment, and defining metrics and KPIs across all functional areas through organizational and culture change management, including defining the new business structure and leadership, process and systems integration, and strategic communications.

Financial Planning & Analysis (FP&A) Services

Our experts work with clients to analyze and interpret current financial and operational data in a timely fashion to manage their business and make informed decisions. We offer expert guidance in analyzing key data points and devising financial forecasts for various scenarios, financial outputs, and desired outcomes. Our financial planning and analysis service is an ongoing performance role that enables organizations to make the best possible decisions when considering strategic and tactical options and allocating resources to maximize return.

Liquidity Management

Following a transaction, it is imperative for businesses to ensure they have access to the necessary working capital to fund operations and new growth initiatives, prepare to scale, and maximize shareholder value. Our experts work with clients to identify potential areas of improvement and address short-term liquidity needs through changes to operational policies and procedures. Additional benefits often include increased operational productivity and cost savings in the long term.

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J.S. Held

Headquarters

50 Jericho Quadrangle
Suite 117
Jericho, N.Y. 11753
+1 516 621 2900
[email protected]

Service Organization Control (SOC) 2 Type II

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About J.S. Held

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J.S. Held, its affiliates and subsidiaries are not certified public accounting firm(s) and do not provide audit, attest, or any other public accounting services. J.S. Held is not a law firm and does not provide legal advice. Securities offered through PM Securities, LLC, d/b/a Phoenix IB, a part of J.S. Held, member FINRA/ SIPC or Ocean Tomo Investment Group, LLC, a part of J.S. Held, member FINRA/ SIPC. All rights reserved.

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